Summit Securities Group’s AdaptHealth AHCO Stock Holding History

Summit Securities Group’s Portfolio AHCO Stock Details AHCO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.84K	Buy	+1,036	New	+$7.82K	﹤0.01%	842

Other funds holding AHCO

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Edgestream Partners Princeton, New Jersey $3.73B AUM 11.34% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

Summit Securities Group's AHCO Position: Q3 2026 in Review

Summit Securities Group opened a new position in AdaptHealth (AHCO) in Q3 2026: 1,036 shares worth $5.84K. The stake represents ﹤0.01% of the portfolio and ranks #842 among its holdings.

125 funds tracked by Wall St. Rank hold AHCO as of Q3 2026.

Summit Securities Group held 1,036 shares of AdaptHealth worth $5.84K as of Q3 2026.
AdaptHealth was a new Summit Securities Group position in Q3 2026.
AdaptHealth made up ﹤0.01% of Summit Securities Group's portfolio in Q3 2026, its #842 holding.
125 funds tracked by Wall St. Rank held AdaptHealth as of Q3 2026.

Based on Summit Securities Group's 13F filing for Q3 2026, filed 5 Nov 2026.